Legal Question in Wills and Trusts in Florida

If there are named beneficiaries on accounts, does a will override that? Specifically brokerage accounts or investment accounts. Will a person named in a will be able to make claims against it?


Asked on 5/06/15, 1:53 pm

2 Answers from Attorneys
Barry Stein De Cardenas, Freixas, Stein & Zachary

If properly listed as beneficiaries on an account, the funds or assets pass by operation of law at death. The will has no effect on those assets or their transfer

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Answered on 5/06/15, 1:57 pm
Lucreita Becude Lucreita D. Becude, P.A.

My colleague is absolutely correct.

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Answered on 5/07/15, 6:11 am


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